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Schwab Strategic Tr shares owned by VCI Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by VCI Wealth Management from 13F filings

Historical chart of VCI Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by VCI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $472k 9.0k 52.53
2024-06-30 $468k 9.1k 51.40
2024-03-31 $354k 6.8k 52.05
2023-12-31 $376k 7.2k 52.61

More positions owned by VCI Wealth Management

Ishares Gold Tr Ishares New (IAU)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vaneck Etf Trust Long Muni Etf (MLN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
Meta Platforms Cl A (META)

View all positions for VCI Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr